CRM Sync

➡️ From your CRM into MARS

• Organizations and sites — when a school or site is created or changed in the CRM, it is created or updated in MARS: name, location, level, active status and options.

• Screening setup — each site's screening links and its screener package (which assessments it uses).

• Provider directory — community therapists (licenses, specialties, ages served, insurance accepted, in-person or virtual) and community resources. These power the "Find Help" directory in MARS.

⬅️ From MARS back to your CRM

• Dashboard and screening links — so account managers can open any site's dashboard straight from the CRM record.

• Screening activity — student counts by grade, the last roster upload and the last screening date. Counts only.

• Site lead accounts — the site lead's account is created and the welcome email is prepared automatically.

⚡ How fast, and how reliable

• Near real time. A change in the CRM triggers MARS right away, and MARS pushes its updates the moment they happen. There is no nightly batch.

• Secure connection. MARS signs in to the CRM with a certificate-based server login, not a shared password.

• Schema checks. If a CRM field is renamed or changes type, MARS detects the mismatch and alerts the team instead of writing bad data.

• Safe writes. Each update is applied as one transaction, so a failed sync never leaves half-updated records.

• Full directory refresh. The provider directory can be re-synced in bulk at any time. Providers removed from the CRM are hidden from families automatically.